Investors still want commodities, despite the slowdown of the so-called “Supercycle” that has dominated the last couple of decades. But they are looking for new ways to access the asset class, no longer satisfied with pure beta play.
The latest Barclays Capital's annual survey of institutional investors revealed plans to significantly increase their commodity investments this year. Of the survey participants, 56% said they will initiate or increase their exposure to the asset class this year, compared to 45% last year. The proportion planning to decrease their exposure, on the other hand, halved from last year to 7% of respondents...............................................Full Article: Source